Robertson Heating Supply Company 401(k) Profit Sharing Plan
Sponsored by Robertson Heating Supply Company Of Ohio · EIN 340660433 · Plan #002
- Total assets
- $48.4M
- Net assets
- $48.4M
- Active participants
- 379
- With balances
- 411
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ifp Advisors Llc | Investment advisory (plan) | $55,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $32,303 |